How We Charge For Our Services

Our Fee Based Arrangement

You are buying wisdom, experience, and the ability to navigate financial markets through economic changes

Non-Biased Recommendations

  • Quarterly Reviews at your convenience
  • Planning based on your entire financial picture
  • Concierge Service
  • Significant effort and time invested in getting you from where you are, to where you want to be
  • We listen to your worries and concerns, and develop custom strategies

Services

  • Cash flow and budgeting
  • Money management solutions
  • Portfolio x-ray
  • 401(k) analysis
  • Business and estate planning included
  • Access to resources outside our scope of planning: tax specialists, attorneys, and loan/debt specialists

Our Commission Based Arrangement

  • Planning is based on a single need
  • We are compensated only on solutions we implement for you
  • One meeting per year is included